Account Manager II - Commercial Lines

SUMMARY   The   Account Manager II   will provide professional, courteous service to our clients, producers, and company personnel.  With a positive attitude, the   AM   will provide a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts.  Working alongside the Producers, the   AM   shall be responsible for overseeing management of assigned accounts, including redundant interface with appropriate decision makers, carrier interface/marketing, relevant collaboration with colleagues throughout HUB, and negotiation of coverage terms and conditions.    Issues related to policy processing, maintenance of client data on the Epic agency management system, routine changes ( e.g.,   adding a new vehicle to the policy), and other transactional or clerical work fall within the domain of the   AMII .    This role requires an individual who is professional and who displays the drive, determination, and self-motivation to   manage the needs of the producer and the clients .    JOB RESPONSIBILITIES   Manages a book of insurance business, while acting with   the necessary level of   independent discretion, autonomy, and decision-making   Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds   expectations.   Provides a high level of support to our Sales staff in obtaining, maintaining, and expanding   business.   May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and   procedures.   Acts as liaison between clients and insurance carriers to resolve escalated complex service issues.   Negotiate   with underwriters and carriers. Troubleshoots claims and billing   issues.   Responsible for overall retention of accounts in assigned book of   business.   Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when   appropriate.   Produce binders, certificates, endorsements, and other related items while verifying their   accuracy.   Maintain controls on renewals and binders to ensure timely preparation and   processing.   Prepare summaries of insurance, schedules, and proposals as needed for account   review.   Remarket renewals, contact clients, create renewal   proposals,   and handle other renewal activities in coordination with the   producer.   Assist Producers in the premium collection process and handle accounting   issues.   Refers current and prospective clients to other departments for solicitation of those lines of   business.   Assist clients with claims when   necessary.   Adhere to all Agency systems,   procedures,   and state   regulations.   Assist the Producer with   the implementation of the client’s strategic plan. This includes:   Assisting with   key “value-added” services including, but not limited to, Pre-Renewal Strategic Planning, Risk ID Assessments, Contract Reviews, Claims Reviews (in coordination with Claims Management), Market Analysis, Stewardship Reports, Deductible Analysis, etc.   Assist with   the value-added services being provided by our Risk Services and Claims Management Divisions   Work with producer to understand   the   clients’ insurance objectives and critically analyzes and compares insurance plans   to determine suitability.  Stay   abreast of changes in the insurance industry and other external conditions that may impact their clients.  Makes appropriate recommendations to clients in response to those changes independent of manager   approval.   Assists the producer in managing, organizing, and conducting   client meetings when   necessary.   Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary.  Ensures the accuracy of data in those   systems.   Supports and helps develop less experienced CSA   staff.   Attends industry related continuing education training and   courses.   QUALIFICATIONS   Three (3) years in experience in commercial lines with insurance company or agency   A high school diploma required; some college preferred; college degree   desired.   Property and Casualty Insurance License   Good   telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff   members.   Proficient   with Microsoft Office Suite (Word, Excel, Outlook)   Ability to understand policy forms and coverage   descriptions.   Proven   mathematical   skills.   Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management   systems.   Ability to work in a positive team   environment.   Strong typing skills with an ability to compose clear and concise   letters.   Organizational skills   required.   Willingness to attend educational classes   desired.   High attention to detail essential   LI-#MM Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. 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